Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.99% | 2.56% | 6.56% | 5.83% | 7.17% | 7.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 24.99 | 2.56 | 6.56 | 5.83 | 7.17 | 7.12 | … | … | 0.39 | 9.83 | 10.32 | -12.49 | 5.21 | 16.98 | 18.26 | -5.14 | 8.84 | 6.04 | 1.75 | 5.85 | 12.89 | 10.43 | 0.00 | 14.53 | 31.34 | -22.49 | 11.90 | 12.74 | 9.18 | 13.01 | 25.56 | -7.49 | -2.31 |
| Sharpe Ratio | NA | 0.50 | -0.16 | 0.25 | 0.29 | NA | NA | … | … | 0.03 | 0.36 | 0.71 | -1.01 | 0.59 | 0.90 | 2.58 | -0.21 | 1.41 | 0.63 | 0.19 | 0.81 | 1.79 | 1.50 | 0.00 | 1.11 | 1.84 | -1.05 | 0.94 | 1.18 | 1.10 | 1.47 | 2.81 | -0.70 | -0.51 |
| Standard Deviation(%) | NA | 8.89 | 10.68 | 12.38 | 14.05 | NA | NA | … | … | 9.70 | 8.93 | 8.50 | 13.76 | 8.76 | 18.60 | 6.53 | 31.16 | 5.84 | 9.25 | 8.90 | 7.19 | 7.17 | 6.92 | 11.11 | 13.01 | 16.98 | 22.30 | 9.47 | 8.03 | 6.37 | 8.21 | 8.85 | 12.22 | 8.99 |
| Draw Down(%) | NA | 5.55 | 19.71 | 22.00 | 22.00 | NA | NA | … | … | 0.85 | 5.53 | 8.06 | 20.13 | 4.51 | 22.00 | 3.38 | 21.24 | 4.51 | 9.35 | 9.47 | 5.29 | 6.15 | 5.30 | 9.81 | 10.47 | 16.74 | 34.16 | 6.53 | 8.86 | 5.22 | 7.01 | 8.12 | 17.37 | 13.02 |
| Yield(%) | NA | 5.25 | 4.69 | 4.02 | 4.57 | NA | NA | … | … | NA | 0.77 | 5.08 | 3.99 | 4.19 | 2.84 | 3.33 | 8.98 | 0.35 | 7.99 | 4.35 | 4.33 | 5.53 | 4.89 | 2.48 | 2.86 | 3.12 | 3.77 | 4.31 | 4.45 | 4.64 | 5.25 | 3.45 | 3.60 | 4.74 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-5.20%
Feb 2006 – Feb 2009 |
0.93%
Feb 2004 – Feb 2009 |
4.21%
Oct 2013 – Oct 2023 |
4.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CISCO SYSTEMS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.73%
Feb 2009 – Feb 2012 |
16.66%
Feb 2009 – Feb 2014 |
10.56%
Mar 2003 – Mar 2013 |
9.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart